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BusinessWeek: VMware ain't no baby no more!

VMware dominates the fast-growing market for "virtual machine" software, a decades-old concept that the company updated to let the work of a dozen or more computer servers be piled onto a single machine. That helps cut hardware budgets and soaring electric bills at data centers.

Some experts believe virtualization could fundamentally alter the computing landscape as companies cope with storing and transmitting ever-growing piles of data. "If the average investor could have understood Moore's Law 30 years ago, he would have invested in it. This is like Moore's Law," says Ray Lane, a managing partner at venture capital firm Kleiner Perkins Caufield & Byers, referring to the concept that chip and computer performance rise while prices fall. (Kleiner Perkins has a stake in a rival virtualization outfit.)
$26B is no joke! Their software in no joke! Hey, we weren't kidding when we started out blogging!


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